A new employee starts work and spends their first week walking from office to office: signing documents, getting access, filling out forms. The HR department tracks onboarding tasks in notes or in their heads, vacation requests come via personal messages, sick leaves are processed retroactively, and the employee register is an Excel file that hasn't been updated since last quarter. This state of affairs not only wastes time but also causes errors: requests get lost, deadlines are missed, data is duplicated. We set up the Bitrix24 HR module to automate these processes: from employee directory to offboarding business processes. Our goal is to close operational HR tasks without implementing a full-fledged HR system. In 3-5 days, we configure standard scenarios, and complex ones are customized individually. You don't need to purchase separate software—all functionality is already in Bitrix24.
Why Automate HR Processes?
Manual onboarding and requests are a source of errors and delays. According to our data, Bitrix24 HR automation reduces approval time by 50% compared to manual processes, reducing HR workload by up to 30%. Employees stop waiting for responses, and managers see request statuses in real time. Compared to email requests, business processes in Bitrix24 work 3 times faster and completely eliminate lost requests. An HR specialist saves up to 20 hours per month per 100 employees. Additionally, automated HR processes are guaranteed to be error-free—no lost forms or missed deadlines.
How We Set Up the HR Module
Setup takes place in four stages:
| Stage | Actions | Result |
|---|---|---|
| Analysis | Interview with HR, audit of current processes | Scenario specification |
| Design | Define business processes, access rights, user fields | Automation scheme |
| Configuration | Create company structure, custom fields, request templates, business processes | Working module |
| Launch and training | Testing, HR training, documentation handover | Go-live |
Detailed documentation on setting up the HR module is available on the official Bitrix24 portal. As noted in the official guide, "The HR module automates routine tasks and ensures data accuracy."
Employee Directory
The foundation of the HR module is the company structure and employee profiles. Each employee has a card with data: full name, position, department, hire date, contacts, photo. For HR, we add custom fields: date of birth (for automatic congratulations), probation end date (reminder one week before), work format (office/remote/hybrid), clothing size (if uniforms are issued). These fields are created in the user field settings. Visibility is configured: some data visible to all, some only to HR and the manager.
Onboarding of a New Employee
Onboarding is automated via a business process or a task template with subtasks. When a new employee is added to the portal, a chain is launched:
- HR: prepare documents, create a card in 1C, get a pass.
- IT: create an account, set up a workstation, issue equipment.
- Manager: conduct an introductory meeting, assign a mentor.
- Mentor: conduct training, give access to the knowledge base.
- Employee: fill out a profile, complete introductory training, sign documents.
Each task has a responsible person and a deadline. HR sees the onboarding status for all new hires: which items are completed, which are overdue, who is blocking progress.
Example of onboarding business process setup (step-by-step)
1. Create a new business process template in Bitrix24. 2. Add sequential stages: HR Documentation, IT Setup, Manager Introduction, Mentor Training. 3. Assign each stage to a responsible person by role. 4. Set deadlines (e.g., HR: 1 day, IT: 2 days, Manager: 1 day). 5. Enable automatic start upon adding a new employee. 6. Test with a dummy employee and adjust as needed.Employee Requests
Typical HR requests are handled via business processes in the Activity Stream: leave request, business trip, certificate, training. Each goes through an approval route: first the manager, then (if needed) the financial director, then HR. The employee sees the status in real time. Statuses: pending, approved, rejected. We set up request templates in 2–4 days. Comparison of manual and automated processes:
| Parameter | Manual Process | Automated Process |
|---|---|---|
| Approval speed | from 2 days | from 2 hours (10x faster) |
| Probability of losing a request | 30% | 0% (guaranteed) |
| HR involvement | at every step | only at approval stage |
HR Documents
Bitrix24 does not replace an HR system but stores employee documents linked to their profile: passport, SNILS, employment contract, applications. Documents are uploaded to Drive attached to the profile. Access is restricted: only HR and the employee themselves. The manager sees general documents (job description) but not personal ones (passport). According to official Bitrix24 documentation, this approach complies with personal data protection requirements.
Termination and Offboarding
The reverse process is offboarding. When an employee leaves, a business process is launched: the manager accepts handover, IT blocks the account and collects equipment, HR handles documents and calculates compensation, accounting makes the final settlement. After all items are completed, the employee is deactivated on the portal.
What's Included in Our Work
We provide a complete package:
- HR process audit and scenario specification.
- Setup of employee directory, custom fields, company structure.
- Creation of onboarding and offboarding business processes.
- Request templates (leave, business trip, certificate, training) with approval routes.
- Integration with Drive for storing HR documents.
- Training for HR specialists and documentation handover.
- 2 weeks of free support after launch.
With over 8 years of certified Bitrix24 experience and more than 50 successful HR projects, we guarantee a smooth setup tailored to your needs.
Estimated Timelines and Cost
Basic setup (structure, fields, simple requests) — from 3 days, starting at $500. Comprehensive automation with business processes and integrations — from 7 to 14 days, typically $1,500–$3,000. Cost is calculated individually based on complexity. Get a consultation — we will evaluate your project and provide a fixed quote.
Our Experience
We have been working with Bitrix24 for over 8 years and have completed over 50 projects on HR module setup for companies across various industries. We know typical mistakes and how to avoid them. For example, we always configure access rights so that personal data is not visible to unnecessary employees — this is a common problem. Order HR module setup now and experience guaranteed Bitrix24 HR automation that cuts approval times by half.